Basic entry of bank statements, credit card charges, checks, bills, and other transactions. We are mindful of how each transaction is classified, to make sure you get the most out of your tax deductions and claim every possible business expense you can.
Reconciling monthly transactions as mentioned above.
Making sure the numbers add up!
Quickbooks Installation and Set-Up
Quickbooks is the primary software we use for business and personal bookkeeping. We take your company's data and create a Quickbooks file for your accounts. We even show you the basics of using Quickbooks to stay organized!
Please ask us about payroll and tax filing services!
Making sure your monthly bills are paid on time and helping you set up automatic bill pay services, if desired.
Accounts Receivable: Invoicing and Reimbursables
This is one of the most essential pieces of the puzzle; getting paid! We help write and track customer invoices and payments, bill for employee hours and reimbursable expenses, even set up customized designs for your invoices!
Financial statement preparation
Budget preparation and management
Research and resolve past accounting issues and errors